MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $711,000 | +84.2% | 3,159 | +31.4% | 0.02% | +50.0% |
| Q3 2020 | $386,000 | -56.3% | 2,405 | -65.7% | 0.01% | -37.5% |
| Q3 2018 | $884,000 | +319.0% | 7,020 | +193.2% | 0.02% | +433.3% |
| Q1 2016 | $211,000 | -17.3% | 2,394 | -24.6% | 0.00% | -50.0% |
| Q3 2015 | $255,000 | +25.0% | 3,174 | +12.0% | 0.01% | -25.0% |
| Q2 2014 | $204,000 | -84.7% | 2,834 | -83.2% | 0.01% | -90.7% |
| Q1 2014 | $1,331,000 | +21.1% | 16,848 | +19.7% | 0.09% | +56.4% |
| Q4 2013 | $1,099,000 | +236.1% | 14,077 | +233.7% | 0.06% | +205.6% |
| Q2 2013 | $327,000 | – | 4,219 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
| Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
| Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
| BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |